Deduct This With Carrie and Lexi

Arts EN ↓ 30 episodes

Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services. You'll gain: Practical tips for efficient client interactions. Proven ways to transition confidently into advisory work. Effective methods to increase success without hiring additional staff. Useful lessons from experienced tax professionals focused on improving outcomes. Together, we're helping...

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Episodes

Make The Switch This Off-Season to ProConnect Tax 27.07.2025 21:17

Thembi Mlalazi , founder of AccTaxAdvisor CPAs, used the “off-season” to rethink her entire practice, from client experience to internal workflows, and emerged with a streamlined, cloud-based system that empowers both her team and her clients. In this episode, you’ll discover: Why off-season reflection matters : How Thembi gathers client feedback, reviews what worked (and what didn’t), and plans f...

What’s Next After Filing Season? One Firm’s Plan to Grow Smarter 24.06.2025 31:05

Want to transform your practice into a niche, year-round advisory engine? In this episode of Deduct This, Liz Hanley of Liz Is All Biz shares how she: • Specializes in creative industries (music, photography, film) to fuel referral growth • Packages services for year-round advisory, not just seasonal tax filings • Leverages ProConnect Tax and Intuit Tax Advisor to automate compliance and generate...

Train Fast, Grow Faster: How Top Firms Onboard for Scale 11.06.2025 24:44

Training new hires during busy season shouldn’t burn you out. Max Fritz from Dark Horse CPAs shares how his team built a more effective onboarding system using automation, microlearning, and a thoughtful human touch. You’ll learn how to create a smoother hiring experience and give staff a clear path to success. Max also explains how using ProConnect Tax helped standardize their approach with a sim...

Reset and Refocus After Tax Season 03.06.2025 19:17

In this episode of Deduct This, tax attorney Eric Schwarberg offers clear strategies for managing post-deadline tasks, reducing burnout, and getting your practice back on track. Whether you're still closing out returns or planning for what's next, this conversation is all about finding better ways to stay in control. We talk about how to clean up client handoffs, create space for plannin...

How I Built My First Planning Package 03.06.2025 29:00

Thinking about launching advisory services but not sure how to start? Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent, year-round client advisory. She shares how she built structured packages, tested pricing, introduced planning in phases, and used ProConnect Tax with Intuit Tax Advisor to support that change. Her approach improved revenue, simplified o...